Wealth & Investment Solutions Advisor

Bank of America; Arcadia (CA); On-site; USD 70,000 - 80,000; Full time

Job summary

Bank of America is seeking a Financial Advisor to provide comprehensive financial guidance, triage leads, and build customized plans that include brokerage products. The role requires building referrals to business partners and maintaining regulatory compliance including SAFE Act requirements.

The candidate should have Series 7 & 66 licenses (63/65 acceptable), at least 1 year in investments or financial services, and strong client relationship skills.

Qualifications

• Series 7 & 66 licenses required (63/65 acceptable in lieu)
• At least 1 year in investments or financial services
• Sales experience with meeting/exceeding goals
• Strong relationship building and communication skills
• Ability to manage time, navigate complexity, and work in a fast-paced environment
• Regulatory due diligence integrated into daily activities

Responsibilities

• Plan client financial goals and build a brokerage-inclusive financial plan
• Recommend banking and investment strategies aligned with client goals
• Triages client requests and referrals to internal service providers
• Mitigate and control risk in daily activities
• Identify potential new clients through referrals or center clientele
• Coach and provide feedback to referral partners based on client needs

Skills

Account Management

Advisory

Client Experience

Communication

Active Listening

Attention to Detail

Risk Management

Pipeline Management

Client Solutions

Education

High School Diploma

Job description

Bank of America is seeking a Financial Advisor to provide comprehensive financial guidance, triage leads, and build customized plans that include brokerage products. The role requires building referrals to business partners and maintaining regulatory compliance including SAFE Act requirements.

The candidate should have Series 7 & 66 licenses (63/65 acceptable), at least 1 year in investments or financial services, and strong client relationship skills.